Two recent articles show the desperate need for more pipeline in the US and thus continued growth for the industry.
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Subs: $148 Target
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Subs: Podcast
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Subs: Friday’s Links
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Subs: Podcast Day
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No Sign Of Slowdown
Ignore the market action today……better economic results lead to higher markets over time…
We now know the “why” of the sudden interest in Callaway (ELY). “Off-course” golf participation jumped 10% in 2018. TopGolf is the leader in that category.
The subtle sarcasm here is actually funny to read…
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Subs: Podcast Is Up
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S&P 500 Intrinsic Value Update
If your gonna compare the current market to the last two bubble we had (internet and housing), you’re gonna have to wait until the S&P 500 hits 4700 (and earnings stay flat) before we can start having that conversation.
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“Davidson” on Smuckers
“Boring” can be so profitable…..